Invite Other Admins To Nucleus

Now that you've done the initial set up for your products, it's time to share the joy with other people on your team! (As someone wise once said: team work makes the dream work 😎)

Thankfully, Nucleus offers different access and permission levels to ensure people don't stick their noses where they don't belong. This allows you to assign unique administrative access levels (for each product), and unique permission levels (for interacting with your people records across the Nucleus platform), to each person you invite to help manage your Nucleus account. How cool is that?!

In this guide, we'll cover the following topics. Click on any one to jump ahead.

A Reminder About Unique Login Credentials

Before continuing, it's important to remember that every login created for Nucleus creates a personal My Nucleus account. Anyone with a login can then be invited to also help manage your church's Nucleus account. They can use the same unique login to access both your church's account and their personal account.

Because each login has a personal My Nucleus account associated with it, we strongly recommend not creating logins that use a generic church email, or sending admin invitations to generic church email addresses.

Doing so presents opportunities for personal information of an admin to be associated with that personal account, which a future admin who takes over their position can then potentially see. (This could include giving history, payment methods, prayer requests, and more.)

Note: For a more in-depth review, check out this guide, and then come back to this one.

Choose Who You Want To Invite

Inviting someone to help manage your Nucleus account is super easy! (And in case you need to revoke someone's access, that's easy too. But for now, let's focus on the more exciting task at hand: sending an invitation 😊)

1. Access Admins from your Church Settings.

In the top left dropdown menu, click on Church Settings. (You will automatically land on the Admins panel.) Click here for a quick link.

2. Start adding a new admin to your team.

Click the + Add New button. Then, enter the person's first and last name, and their email address. More options will appear below after this.

Set Access & Permission Levels For The New Admin

Now that we know who you're inviting, it's time to set this person's access levels to each product.

Each product has its own unique access levels, some having more options than others. For descriptions of each access level for each product, click here.

You can invite someone to help manage only one specific product, a combination of a few, or all of them!

And don't worry - multiple people can be added to the same product, with the same access and permission levels. So just because you invite someone to manage a particular product doesn't mean you can't invite others for that same product as well 😊

Note: If, even after reading the descriptions of each access level, you're still not certain what levels to set for each product, don't worry! You can always adjust these in the future for each admin you invite.

Note: As the Account Owner of your church's Nucleus account, you have the special ability to change your own access levels. Take advantage of this to assign yourself different access levels to familiarize yourself with each one to know exactly what types of access you can activate for each admin you invite. But remember: with great power (i.e. access) comes great responsibility. So take care!

Once you've selected the admin's access levels, below you can adjust the admin's people records permissions.

People records can be accessed throughout your Nucleus Dashboard in products like Flows, Giving, People, and Prayer. It's important to ensure that each admin has the necessary permissions to those records to best ensure those records are handled appropriately.

Send An Invite Email To The Admin

Now that you've set the admin's access and permission levels, you can send them the invitation! (i.e. Click the Invite button.)

This will send an email to the admin and will look like the following 👇

Clicking the Accept Invite button will open a new tab in their browser with a place to login to access your church's Nucleus account.

If they've already created a personal My Nucleus account with that email address, they can login directly there.

If they've never created a login yet, they can click the create an account link and follow the prompts on the screen.

Be sure to advise each new admin who accepts your invitation to check their email again for another message from Nucleus to verify their email address. This is super important, as they will not be able to receive any email notifications should they subscribe to them anywhere in your Nucleus Dashboard.

If you're unsure whether an admin has accepted the invite, you can always check the status in your list of Admins. And if the email has gotten lost in the admin's inbox, you can always resend the invite email.

Access Levels Descriptions

Not sure what each access level means? While names of each access level may appear as an option in more than one product, the same access level may provide some unique access features depending on which product you're adjusting for.

We've outlined specific descriptions of every access level for each product here.

You can always review what each level means when editing an admin's access and permissions. Click here to learn how to edit or revoke an admin's level of access and permissions.

What Next?

Once you've invited everyone on your team to help manage your church's Nucleus account, it's time to start introducing Nucleus to your church! But don't worry - we've created an entire guide to help with that. Obviously, your church is unique, so feel free to adjust our pointers to suit your specific context. Or scrap it entirely and create your own plan! (We promise not to be offended 😉)

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